Azure just crossed a threshold that almost no software business ever reaches, and Microsoft's AI backlog is growing faster than its ability to build t...
Yahoo Finance Executive Editor Brian Sozzi discusses Nvidia's (NVDA) and AMD's (AMD) rapidly increasing stock valuations.
Yahoo Finance Executive Editor Brian Sozzi discusses Nvidia's (NVDA) and AMD's (AMD) rapidly increasing stock valuations.
Microsoft stock scored an upgrade as the software giant is seen as a leader in trustworthiness when it comes to artificial intelligence.
Verizon's satellite venture with AT&T and T-Mobile aims to cut mobile dead zones, expand rural coverage and strengthen connectivity across the U.S.
Scotiabank analyst Patrick Colville maintains Microsoft (NASDAQ:MSFT) with a Sector Outperform and raises the price target from $510 to $615.
https://www.theinformation.com/articles/meta-microsoft-work-wean-staff-anthropics-claude
AMDâs $8.2B World Labs acquisition signals a major AI talent play to fuel the next AI frontier. Click for more on AMD stock.
Glass Lake Wealth Management recently released its third-quarter 2026 investor letter. The letter can be downloaded here. Markets advanced in the thir...
Melius Research just made a bold case that corporate fear of AI could actually send one tech giant's stock soaring, and the market is already respondi...
Don't let two high-profile tech stocks hitting record highs lead you to believe that we are set up for a dot-com-style bubble burst.
The 8:30 Hosts Julie Hyman, Pras Subramanian, and Jake Conley discuss the latest updates with Nvidia (NVDA), Foxconn (2354.TW), and Cerebras (CBRS) st...
TSMC reports before the open on October 15, and what its CEO says next will matter far more for one of these AI chip giants than for the other. The re...
I don't have a crystal ball, but here's a completely reasonable scenario for Nvidia investors to expect.
If you think the world's most valuable company is cruising for a bruising, there is something you should look at first.
Fears over artificial intelligence’s risk to humanity could point enterprises to Microsoft as the ‘adults in charge,’ according to Melius Research.
Much of the sentiment for Apple Inc. (NASDAQ:AAPL) currently rests on its record Services revenue, a strong iPhone cycle, and AI acceleration. The com...
Apple and Tesla are both spending big on AI, but one is quietly printing cash while the other burns through it. The gap between their monetization str...
Elon Musk confirmed talks that could bring a second chipmaker into his Texas manufacturing venture, and Intel stock is paying the price before any dea...
The case alleges that the licensing deal "squeezed out" stockholders by giving them a "lowball price."
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